SFG Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

SFG Wealth Management’s Portfolio XLE Stock Details XLE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-5,592	Closed	-$250K	–	139
2025 Q4	$250K	Buy	+5,592	New	+$249K	0.1%	117
2023 Q4	–	Sell	-16,540	Closed	-$748K	–	101
2023 Q3	$748K	Buy	+16,540	New	+$724K	0.59%	33

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

SFG Wealth Management's XLE Position: Q1 2026 in Review

SFG Wealth Management sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q1 2026, closing a stake of 5,592 shares — an estimated $250K sold.

SFG Wealth Management first reported a position in XLE in Q3 2023 and held it in 2 quarters. The position peaked at $748K in Q3 2023. 2,104 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

SFG Wealth Management reported no remaining State Street Energy Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
SFG Wealth Management sold 5,592 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $250K.
SFG Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2023 and held it in 2 quarters.
SFG Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $748K in Q3 2023.
2,104 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on SFG Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.